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Insights

Investment Outlook 2026

  • CIO
  • Investment Outlook
  • Jan Meyer

A concise overview of how Hundle navigated a volatile, policy-driven 2025 and how those lessons shape our positioning for the year ahead.

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Insights

Building Resilience in a Changing Market Landscape

  • Harinder Hundle
  • Investment Outlook

2025 tested many of the assumptions investors have relied on. While headline markets performed well, returns were narrowly concentrated and diversification proved less effective in an environment shaped by policy uncertainty and structural change.

Our focus remains on building resilience alongside opportunity, through disciplined portfolio construction and selective exposure to long-term fundamentals.

Listen to the audio below for our Investment Outlook overview, and you can read the full article on our website for a deeper perspective on the year ahead.

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Insights

Concentration Risk in US Equities

  • Investments
  • Jan Meyer
  • Market Update

A small group of tech and AI giants are carrying the US stock market - discover why their dominance is both powerful and perilous for investors.

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Insights

CIO's Letter: H1 2025 Market Insights

  • Investments
  • Jan Meyer
  • Market Update

In his H1 investment update, Jan Meyer examines the market volatility marked by a weakening US dollar, fluctuating equities, and mixed risk sentiment, while outlining our focus on resilience for the second half of the year.

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